SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $756,073 | -4.8% | 31,582 | -2.0% | 0.08% | -2.3% |
Q2 2023 | $793,874 | +5.7% | 32,232 | +5.3% | 0.09% | 0.0% |
Q1 2023 | $750,827 | +3.0% | 30,621 | -0.6% | 0.09% | -10.4% |
Q4 2022 | $729,036 | +39.4% | 30,800 | +32.0% | 0.10% | +26.3% |
Q3 2022 | $523,000 | -2.8% | 23,340 | +10.2% | 0.08% | +2.7% |
Q2 2022 | $538,000 | +163.7% | 21,182 | +208.1% | 0.07% | +236.4% |
Q4 2021 | $204,000 | -1.4% | 6,874 | +1.1% | 0.02% | -21.4% |
Q3 2021 | $207,000 | -56.6% | 6,802 | -62.4% | 0.03% | -78.1% |
Q2 2019 | $477,000 | +0.8% | 18,077 | -1.8% | 0.13% | -21.5% |
Q3 2018 | $473,000 | -60.6% | 18,403 | -57.2% | 0.16% | -64.2% |
Q4 2017 | $1,201,000 | -36.2% | 43,019 | -38.5% | 0.46% | -37.8% |
Q3 2017 | $1,881,000 | +800.0% | 69,920 | +728.8% | 0.73% | +791.5% |
Q2 2017 | $209,000 | – | 8,436 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VALENTINE VENTURES LLC | 966,669 | $25,365,000 | 26.47% |
Hamilton Capital, LLC | 2,360,205 | $61,932,000 | 21.39% |
Pension Partners, LLC | 601,523 | $15,784,329,000 | 19.13% |
COOPER/HAIMS ADVISORS, LLC | 767,263 | $20,133,000 | 12.51% |
B & T Capital Management DBA Alpha Capital Management | 1,161,562 | $30,479,000 | 11.50% |
Holistic Financial Partners | 424,964 | $11,151,000 | 11.11% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 446,030 | $11,704,000 | 10.90% |
Ironwood Wealth Management, LLC. | 390,240 | $10,240,000 | 7.84% |
Northwest Capital Management Inc | 236,814 | $6,214,000 | 6.79% |
MATHER GROUP, LLC. | 3,145,798 | $82,546,000 | 6.67% |